Assistant Manager - Finance Controls

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Reports to - Senior Manager

Experience - 5-9 years

Mode- Hybrid

Shift Timings- 3:30 pm - 12 am

Job Description:

The Investment Solutions Controls team ensures accounting transactions from Individual Wealth administration systems to the General Ledger are timely, accurate, and complete. The team also supports cash control monitoring, accounting, and reporting for the Investment Solutions business.

The Financial Control Specialist performs reconciliations, reviews bank statements, investigates policy transactions, and supports a strong financial control environment across Investment Solutions Controls processes. Key responsibilities include accounting and control activities related to cash deposits, fund movements, administration system transaction reviews, issue analysis, and timely resolution in a deadline-driven environment. The successful candidate should possess a natural willingness to support the team in the accomplishment of all objectives, strive to understand client's needs, create efficiencies and support innovation.

What will you do

• Reconcile suspense, tax, and balance sheet accounts.
• Prepare manual journal entries and complete Frontier reconciliations.
• Monitor daily accounting reports and resolve errors.
• Investigate discrepancies and reconcile related bank accounts for Individual Wealth products.
• Manage money movement across systems and bank accounts.
• Track and analyze errors to improve accuracy and support process improvements.
• Advise business partners on standard accounting practices to help prevent control issues.
• Identify and implement ongoing process improvement opportunities.
• Create and maintain accounting procedure documentation.

Requirements:

• Accounting experience, including reconciliation, audit, reporting, or related activities.
• Experience using SAP or other general ledger systems.
• Intermediate proficiency with Microsoft Office.
• Strong analytical and problem-solving skills.
• Strong communication and organizational skills.
• Ability to work effectively both independently and as part of a team.
• High attention to accuracy and detail.
• Ability to manage competing priorities and meet tight deadlines.
• Knowledge of administration systems such as Prism, Ingenium, and LA is an asset.

Job Category:

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